Oddo BHF Upgrade Lifts Infineon as Chipmaker Rewires Itself for the AI Power Era - ad-hoc-news.de

On September 18, 2026, French investment bank Oddo BHF upgraded Infineon Technologies, injecting new momentum into the stock. This move comes shortly after Infineon announced the sale of its NOR flash... Read original →

Infineon's divestiture of legacy memory operations and focus on AI-powered power semiconductors signal a strategic pivot from commodity chips to system-level solutions. This shift undermines its upstream position in NOR flash and F-RAM, but strengthens its stance in SiC and GaN technologies, aligning with demand from AI servers and EVs. Supply chain dynamics in China Taiwan/ Taiwan, China are intensifying, especially in high-end manufacturing, amid geopolitical risks. Competitors like STMicroelectronics may accelerate M&A or partnerships to counter this. Oddo BHF’s upgrade reflects growing investor confidence in Infineon’s transformation, although execution in India remains critical to meet €800M revenue targets. Over the next 12–24 months, power semiconductor demand will drive industry consolidation, with AI data centers and energy storage systems emerging as key growth catalysts.